Create and send professional invoices, collect payments via Stripe, and track what's paid, overdue, or outstanding.
Invoice created, not yet paid.
Customer has received the invoice.
Payment confirmed.
Past due date, still unpaid.
Cancelled — no payment expected.
Open the job
Navigate to the job you want to invoice from your Dashboard or Invoices list.
Find the Payment / Invoice card
Scroll to the Payment section on the job detail page. Click Create invoice.
Review and add line items
If a quote was previously approved, the quote's line items will pre-fill into the invoice. You can edit them, add additional items, or start from scratch.
Set a due date
Add an optional due date to the invoice. This determines when it becomes Overdue if unpaid.
Open Settings → Quotes & Invoices
Go to Settings → Quotes & Invoices. The Stripe Connect section shows whether your payout account is connected and ready.
Connect Stripe if you want card payments
Click Connect Stripe Account if you have not started yet, or Continue Stripe Setup if QuoteTxt shows that setup still needs attention. Once Stripe is fully connected, customers see a Pay now button on invoices and payments land in your connected Stripe account.
Choose your payment options
In the Payment Options section, turn on Stripe card payments if you want hosted checkout on invoices. You can also enable an external payment link option for Venmo, Zelle, or another payment URL.
Send via email
Click Send via email to deliver the invoice to the customer's email on file. They receive a professional email with a link to view the invoice and pay online.
Send via SMS
Click Send via SMS to text the invoice link to the customer's phone. Ideal for customers who prefer text over email.
Share the link manually
Copy the invoice link (e.g., quotetxt.com/invoice/[token]) and send it however works best — iMessage, WhatsApp, email, etc.
Track all invoices in one place
Go to Invoices from the main nav to see all invoices across all jobs, filterable by status (Unpaid, Sent, Paid, Overdue).
Stripe payments auto-update
When a customer pays via Stripe Checkout, the invoice status updates to Paid automatically. You'll also receive an SMS notification if you've enabled it in Settings → Notifications.
Manually mark as paid
For cash, check, or external payments, open the invoice and click Mark as paid. Enter the date payment was received and save.
If an invoice was created in error or the job was cancelled, open the invoice and click Void. A voided invoice cannot be undone — it's kept in your history for reference but no longer appears as outstanding.
Voiding an invoice does not automatically refund any Stripe payment. If a payment was collected and needs to be refunded, you'll need to handle that directly in your Stripe dashboard.
Still need help?
Our support team usually responds within a few hours.